Welcome

Thank you for joining this Oracle Cloud Customer Connect

live event.
This webcast will start in a few minutes.

Live Q&A:
There will be a live Question and Answer (Q&A) session
following the presentation. If you have any questions, you can ask
them using the Q&A functionality in Zoom. Questions will be
answered in the order received

The event replay and the slides will be available within one
business day on Oracle Cloud Customer Connect.

Copyright © 2022, Oracle and/or its affiliates

 Cloud Data Xchange (CDX)

Oracle HCM Customer Connect

3rd Party Data Integration – Simple & Hassle Free

21st June 2022

Buddy Kresge Event ID 335404

Founder & CEO

Oracle host
Dave O’Meara : Product Strategy Director : Compensation & Benefits

© 2021Copyright
Oracle © 2022, Oracle and/or its affiliates
Today’s Presenter

Buddy Kresge
Founder & CEO

Known2U

buddy.kresge@known2u.com

Office: 860-800-6677 ext. 501

Mobile: 860-986-4830

Copyright © 2022, Oracle and/or its affiliates

 Cloud Data Xchange® (CDX)
3rd Party Data Integration – Simple & Hassle Free

Copyright © 2022, Oracle and/or its affiliates

Agenda
Company Background

Known2U’s Integration Offering - CDX

• Journey of your HCM data

• Turnkey Data Exchange/Integration

• Implementation & Year-Round Ongoing Support

• CDX Online Dashboard

• Ease of integration with Oracle HCM Cloud

• Known2U library of Oracle HCM Cloud extracts

Pricing

Demo / Q&A

Copyright © 2022, Oracle and/or its affiliates

Known2U - Background

Decades of experience in HR & Benefits Administration focusing on data

exchange

Use Artificial Intelligence technologies and innovative techniques to bring cost

and manpower efficiencies to complex problems

Over 450,000,000 records sent last year (100+ Oracle HCM Cloud clients)
Deep, Long Standing and Collaborative Partnership with Oracle
• Dates back to beginnings of Oracle HCM Cloud (first set of beta clients)
Cloud Data Xchange® (CDX)
• Known2U’s cloud-based data integration platform and services

Copyright © 2022, Oracle and/or its affiliates

 Journey: HCM EE & Benefits Data

Vendors Need HCM Data

• Setup Accounts
• Pay claims
• ID card
• Life events
• Move?
• Married/Divorced?
• Birth of child?
• Need it continually

Data issues to be fixed

Copyright © 2022, Oracle and/or its affiliates

 Known2U: Integration Problems Solved
Fast Implementations
• Revolutionary technology
• Large library of pre-built
integrations
• 15-30 calendar days
• Mid-year updates done in
minutes/hours
Copyright © 2022, Oracle and/or its affiliates
Turnkey Outsourcing
• Year-round support
• Work directly with your
vendors on your behalf
• No cost to switch vendors
• Setup your connectivity
• Sign forms/documents (e.g.
BAA, HIPAA, TPA)
• Frees up HR/IT resources
Fast, High Quality,
Cost Effective
Integrations
Online Dashboard
• Visibility into all file activity
• Metrics/Analytics on all files
• Access to archived copies of vendor
files
• Quality checks and errors reported
down to the employee and field level
• Electronic notifications
 Known2U / Oracle HCM Integration Health
Insurance
Companies

Life &
Disability
Companies

CDX FSA
Vendors

1. Extracts scheduled & run 1. Data is formatted into vendor format

2. Data passed to CDX platform 2. Account structure calculated and
injected into file COBRA
Note: 3. Data securely sent to vendor Vendors
CDX can support any CSV, XML,
or JSON formatted file. Oracle and Known2u Note:
provide pre-built reports to extract data - Progress updated in real time in CDX
from Oracle HCM Dashboard

Other
Vendors
Copyright © 2022, Oracle and/or its affiliates
 Pre-Built Extracts Make Integration Easy & Free!
• Time and Cost of extracting data out of Oracle
HCM for your data integration is now ZERO!
Known2U Extract Suite
• Known2U supports Oracle HCM seeded Enrollment
Enrollment COBRA
Specialty
reports/extracts (e.g. Oracle Benefits Extract) as
Benefit elections Initial Rights EOI (Evidence of Insurability)
well as custom reports/extracts (text, XML or
Easily Control Output Qualifying Events Portability
JSON formats are supported)
Advanced Features ACA
• Known2U suite of pre-built extracts enables
Eligibility Payroll Deductions
seamless movement of data between Oracle
Employee Roster Payroll Elements
HCM and CDX
FMLA
• Provided to Known2U clients, free of charge Employee
Payroll
Census
• Is built on top of standard Oracle
reporting/extract facility within Oracle HCM

Copyright © 2022, Oracle and/or its affiliates

 Implementation Process
Vendor Testing:
1. End to end testing done
with vendor Vendor provides sign off and production
2. Employer corrects any files can be sent on regularly scheduled
data or configurations in basis
HCM system
3. K2U addresses any file
related issues

CDX Data Exchange

Request

K2U completes implementation:

1. Analyze & document
account structure mapping
2. Perform additional
customized mappings
required by vendor
3. Internal testing K2U works with Vendor:
4. Build vendor’s specification 1. Obtain specifications
if not part of the K2U 2. Obtain client’s account structure
library 3. Establish connectivity
4. Complete any required paperwork

Copyright © 2022, Oracle and/or its affiliates

Production File Workflow
Health
Insurance
Companies

Life &
Disability
Companies

FSA
CDX Vendors

COBRA
Vendors
1. Extracts scheduled & run 1. Data is formatted into vendor format
2. Data passed to CDX platform 2. Account structure calculated and
injected into file
3. Data securely sent to vendor
4. Progress updated on the CDX
Other
Dashboard and can be monitored in Vendors
real-time
Copyright © 2022, Oracle and/or its affiliates
CDX – Fee Schedule

Simple tier-based fee schedule based upon number of employee instances processed by Known2U for a given month

• Instance = every time an employee appears on a file during the month

A single monthly fee, includes:

• Year round account structure design, implementation and maintenance

• No Hidden Fees – No Implementation Fees / No Ongoing Support Fees

• Build vendor specification if not in library – no cost!

• Updates to vendor specification

• Setup of FTP connections

• Access to CDX Real-time Dashboard (no user limits)

• Archival of both incoming data from Oracle and outgoing file to vendor

• There is no charge for processing of dependents

Copyright © 2022, Oracle and/or its affiliates

 Cloud Data Xchange
Online Dashboard

Copyright © 2022, Oracle and/or its affiliates

Wrap Up

Demo: CDX Real-time Dashboard

Q&A

Copyright © 2022, Oracle and/or its affiliates

Contact Info

Buddy Kresge (Founder & CEO)

buddy.kresge@known2u.com
Office: 860-800-6677 ext. 501
Cell: 860-986-4830

Thank you

Copyright © 2022, Oracle and/or its affiliates